KR

Kevin William Reilly

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250

Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

216 N. May Street, Suite 2A, Chicago, IL, 60607

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Colliers Securities LLC Broker
February 2022 - Present · 3 yrs 11 mos
Colliers Securities LLC
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
Hilltop Securities INC. Broker
October 2015 - February 2022 · 6 yrs 4 mos
Hilltop Securities INC.
October 2015 - February 2022 · 6 yrs 4 mos
Cedar Capital, LLC
February 2015 - September 2015 · 7 mos
Foreside Fund Services, LLCBroker
October 2014 - October 2015 · 1 yr
Good Harbor Financial
August 2013 - January 2015 · 1 yr 5 mos
Northern Lights Distributors, LLCBroker
June 2013 - November 2014 · 1 yr 5 mos
RBC Capital Markets, LLC
May 2011 - June 2013 · 2 yrs 1 mo
RBC Capital Markets, LLC Broker
May 2011 - June 2013 · 2 yrs 1 mo
Esi Financial Advisors
March 2010 - November 2010 · 8 mos
Equity Services, INC. Broker
March 2010 - November 2010 · 8 mos
AXA Advisors, LLC
May 2009 - May 2009 · 0 mos
AXA Advisors, LLC Broker
October 2008 - May 2009 · 7 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.